See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,442 | $99,640-39.3% | $86,436-30.1% | $134,475-55.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.28% | 6782.58%-6800.9pp | 4394.89%-4413.2pp | 417.96%-436.2pp |
| Employer contribution / active EE | $4,290 | $4,400-2.5% | $3,769+13.8% | $4,740-9.5% |
| Participant deferral / active EE | $10,645 | $7,246+46.9% | $6,952+53.1% | $6,400+66.3% |
| Admin fee / account holder | $3,019 | $8,371-63.9% | $6,731-55.1% | $11,426-73.6% |